See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,866 | $88,751-78.7% | $81,812-76.9% | $145,922-87.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 9.03% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,390 | $3,083-54.9% | $2,912-52.3% | $4,660-70.2% |
| Participant deferral / active EE | $5,830 | $4,643+25.6% | $4,319+35.0% | $6,688-12.8% |
| Admin fee / account holder | $247 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |